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Signal & Noise

Welcome to the first issue of NEWS RaiVIEW — your quick read on what matters and why. We cut through the noise, add a little context, and keep a touch of wit intact.

Thanks for reading — let’s get to the headlines.

David Eifion Williams
Editor & Founder

TOP STORY

Two Years After the Hamas Attack

The commemoration of the second anniversary of Hamas’ attacks, killing and abduction of Israelis has flared tensions worldwide.

  • Israel commemorated the second anniversary of the October 7, 2023, Hamas attacks, which killed around 1,200 people and left 251 abducted. Memorials were held nationwide, including moments of silence at major urban sites and rallies calling for the release of remaining hostages.

  • Prime Minister Benjamin Netanyahu emphasized ongoing indirect talks in Egypt, where Hamas has indicated willingness to consider a US-proposed peace plan. Analysts note that the anniversary underscores both the fragility of regional security and the enduring human toll of the conflict.

  • The anniversary has also drawn international attention, highlighting the complex web of alliances and diplomatic pressures in the Middle East. US policymakers are monitoring developments closely, weighing both humanitarian concerns and strategic interests in regional stability.

The anniversary underscores the enduring human cost of the conflict, with thousands still grappling with loss and uncertainty.

BUSINESS

OpenAI–AMD Deal an AI Infrastructure Shift

OpenAI and AMD have entered a transformative multibillion-dollar partnership, positioning AMD as a core strategic partner for OpenAI's AI infrastructure.

  • The collaboration includes a commitment to purchase six gigawatts of AMD's upcoming Instinct MI450 GPUs, with the first deployment scheduled for the second half of 2026. The deal also grants OpenAI the option to acquire up to 10% of AMD's shares, contingent on meeting specific performance milestones.

  • This partnership signifies a strategic shift in OpenAI's hardware sourcing, diversifying away from sole reliance on Nvidia. By integrating AMD's advanced GPUs, OpenAI aims to enhance its computational capabilities, supporting the development of more sophisticated AI models. The collaboration underscores the escalating demand for high-performance computing resources in the AI sector.

  • Financial markets reacted sharply: AMD’s stock surged 23% premarket on Monday, signaling investor confidence in its strengthened AI hardware position. Analysts note that this deal could redefine competitive dynamics across AI and semiconductor firms.

Beyond the headlines, this partnership reshapes AI power structures: some firms gain preferential access to compute resources, while others must compete with a dominant player.

WORLD

France and Japan Rattle Global Markets

Global markets teeter as France plunges into political turmoil while Japan’s pro-stimulus pivot sparks investor optimism.

  • France’s Prime Minister Sébastien Lecornu resigned abruptly amid a mid-budget conflict, intensifying uncertainty in an already fragile political landscape. The disruption threatens fiscal stability and may complicate US and European investment flows, as credit agencies flag rising risk.

  • Meanwhile, Japan’s markets surged following the election of pro-stimulus LDP leader Sanae Takaichi, signaling renewed investor confidence. Her emphasis on fiscal stimulus and growth-oriented policy highlights a stark contrast with Europe’s political paralysis, potentially shifting capital toward Asia.

  • The juxtaposition of European instability with Asian optimism illustrates emerging global economic imbalances. US policymakers and investors are monitoring these developments for clues about future capital flows, risk exposure, and strategic alliances.

The simultaneous turbulence in France and optimism in Japan highlights how domestic politics ripple into global markets. Even short-term leadership shifts can reshape investment patterns and economic sentiment.

CORRUPTION, RACKETS & DUBIOUS FINANCE

NSW Transport Contract Kickbacks in Australia

News.com.au — Leaked records show a former procurement officer accepted cryptocurrency and gold as kickbacks tied to $343 million in transport contracts. The case exposes vulnerabilities in public contracting and how modern payment methods facilitate corruption.

Cyprus Banking Leaks and Russian Money Flows

ICIJ / Reuters — Documents obtained by a news organization reveal billions moved through shell companies and trusts to obscure ownership and bypass sanctions. Smaller EU banks and jurisdictions often serve as intermediaries in these complex networks.

Indonesian Palm Oil Land Grab Scandal

Reuters — Documents and court filings show local officials granting concession rights to companies with ties to political elites, often displacing communities without compensation. The deals highlight how natural resource wealth is siphoned through opaque corporate structures.

SCIENCE

Nobel Prize for Transforming Quantum Tech

John Clarke, Michel H. Devoret, and John M. Martinis won for their work in macroscopic quantum mechanical tunneling and energy quantization.

  • The 2025 Nobel Prize in Physics recognized Clarke, Devoret, and Martinis for proving that quantum effects can emerge in large-scale superconducting circuits. This shows that the boundary between classical and quantum systems is narrower than previously thought, with implications for computing, encryption, and tech strategy. (nobelprize.org)

  • Their work laid the foundation for superconducting qubits, the backbone of today’s quantum processors. Beyond the lab, this positions the U.S. at the center of a global race for quantum computing dominance, affecting both industry investment and national security planning.

  • The award highlights how decades of basic science research can reshape technology landscapes long before commercial applications appear. US institutions like UC Berkeley and UC Santa Barbara illustrate the payoff of sustained funding, hinting at which nations are likely to lead the next wave of technological disruption.

The Nobel Prize illustrates how basic research can quietly set the stage for major technological revolutions. Quantum computing could transform industries from finance to cybersecurity within the next decade.

GLOBAL WARMING

Marine Heatwaves Surge, Threatening Oceans

Marine heatwaves are becoming more frequent and intense, posing significant threats to marine ecosystems and global climate stability.

  • Research reveals a sharp rise in marine heatwaves across the North and Celtic Seas, disrupting ecosystems and signaling mounting climate risk. The University of Exeter and Met Office report that the likelihood of such heatwaves has jumped from less than 5% in the 1990s to more than 10% today.

  • These extreme ocean temperatures are reducing the ocean’s ability to absorb carbon, according to new findings from the Monterey Bay Aquarium Research Institute. Scientists warn that weakening the ocean’s carbon “pump” could accelerate global warming and intensify climate impacts for coastal communities and industries.

  • The UN Climate Change Conference has called for urgent ocean-focused action in national climate plans, signaling rising international concern. The report emphasizes the need for finance and policy measures to protect marine biodiversity and strengthen resilience against heatwave events.

Rising marine heatwaves aren’t just an environmental issue—they’re an economic and policy signal. Immediate action is critical to prevent cascading impacts on fisheries, coastal livelihoods, and the global carbon cycle.

🕵️ INVESTIGATIVE JOURNALISM

Under-the-Radar Investigative Stories

Zealous surveillance, rare book thefts and exploiting trade routes for fentanyl.

  • Wired revealed ICE is looking to hire nearly 30 private contractors to monitor public content on social media platforms to feed leads for deportations and enforcement operations.

  • The Guardian uncovered a connected series of thefts of rare books written by Alexander Pushkin in European libraries. Over the past two years, thieves have stolen at least 170 rare works by Pushkin, replacing originals with facsimiles. The scale and coordination suggest a transnational network rather than isolated incidents.

  • Reuters reported on leaked documents showing that traffickers are exploiting low-value import rules to move fentanyl precursors into the US under thresholds designed for trivial shipments. These loopholes allow chemicals sufficient for lethal doses to enter with minimal scrutiny, evading traditional customs enforcement.

THE LAST WEEK

Trending in the US

1️⃣ Ed Gein — 5M+ searches
Netflix’s "Monster: The Ed Gein Story"revives interest in Ed Gein, who confessed to killing 2 people and exhuming corpses in the 1950s.

2️⃣ Mark Sanchez — 2M+ searches
Ex-QB Mark Sanchez now facing felony charge for altercation.

3️⃣ Jane Goodall — 2M+ searches
Pioneer primatologist who inspired generations of scientists.

NEWS THAT YOU PROBABLY MISSED

What the Media Buried

West Africa Faces Silent Food Crisis

Drought and political instability in Niger, Burkina Faso, and Mali are causing severe food insecurity. US policymakers and NGOs may face escalating humanitarian demands, while global grain markets could experience stress unnoticed by investors. Developments highlight systemic risk from climate change, governance failures, and regional instability — not just humanitarian aid statistics.

China Expands Rare Earth Dominance Amid Tech Tensions

China’s tightening control of rare earth minerals is quietly influencing global tech supply chains, including semiconductors and EV batteries. US manufacturers and investors could face supply bottlenecks, pricing shocks, and strategic dependencies.

Eastern Europe’s Hidden Energy Transition Risks

Countries like Poland, Hungary, and the Czech Republic are struggling with energy diversification, coal dependency, and EU climate mandates. US investors in energy and ESG funds may underestimate regional volatility. Reports reveal a structural energy and climate risk, with implications for global markets and transatlantic policy coordination.

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